How big is Foundation Wealth Management LLC's plan?

Foundation Wealth Management LLC's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20251229104559NAL0028365072001

Foundation Wealth Management LLC

Name: Foundation Wealth Management LLC — Foundation Wealth, Form 5500 (2024)
Creator: Foundation Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation Wealth Management LLC MCF Benefit Plan

Health & welfare plan · Foundation Wealth Management LLC's Foundation Wealth Management LLC MCF Benefit Plan held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$904

People on this filing

Becky Wekenborg signed Foundation Wealth Management LLC's 2024 Form 5500 as plan administrator.

Becky Wekenborg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Foundation Wealth Management LLC's EIN is 20-0686218.

EIN 20-0686218

Plan number 501

Plan year 2024

ACK ID 20251229104559NAL0028365072001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foundation Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foundation Wealth Management LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOUNDATION WEALTH MANAGEMENT LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score